01
Firm-scoped workspace access
Authentication, membership roles, and server-side firm context are designed to keep each firm's workspace separate. The application derives firm context from the authenticated request rather than a browser-supplied firm identifier.
02
Controlled files and client sharing
Claim files, retainer templates, and generated packages use private storage and authenticated application access. Client portal access is deliberately limited to the material a firm chooses to share for that claim.
03
AI with human review
AI-assisted workflows are optional and only run when a user requests the related action or enables that workflow. AdjusterDesk is not claim advice, and users remain responsible for reviewing outputs before use or sending.
04
Privacy-minded operations
We use reliability and security monitoring to operate the service. Browser analytics are optional and are designed to exclude claim content, documents, transcripts, contact details, and full URLs.